Requirements
Before you can email receipts you must configure email settings within The Edge and ensure the email receipts system option is set to True.
See Email Settings for information on configuring The Edge to work with your email provider.
To enable the email receipts system option:
- Click Administrative > System Options.
- Scroll down to Receipt Options and find the option Enable Emailing of Receipts or use the search box in the top right to find it.
- Set this option to True.
How to Email a Receipt
To email a receipt:
- Complete the sale at POS.
- When you click Done, the receipt preview will display.
- Click the Email button in the lower left.
- The Customer Email Selection window will appear.
- Select one or more emails for this customer, or use the New Customer Email button to add a new email contact.
- Click Send Email.
NOTE: If you have the system option Preview Receipt set to False, you will get a pop-up asking if you want to Print, Email, or Preview the receipt when finishing a sale. To email the receipt, you would select Email here.
NOTE: If you need to email an existing receipt, or resend a receipt, you can look the sale up using the Receipts button at POS or by clicking Customer > Sales > Find.